We brought a challenging Tax situation to Mr. Jones and we are very happy with his services. He is…read morevery polite, knowledgeable, and explains every detail as many times as needed. He completed the work we needed quickly. It's nice knowing that we have a seasoned tax advocate to ensure our best interest are in mind. Highly recommend Jones Tax Service LLC.

From the owner: I do tax preparation for current and prior year returns as well as tax consulting and planning. I…read morehelp clients solve back tax filing problems and then stay current.

I reached out to Ms. Valentine when I needed assistance in completing my taxes. I was a little late…read moreto receive some of my W-2's so I was nervous in being able to find someone to complete them on time. When I initially reached out, a response was almost immediate putting my worry at ease. Ms. Valentine was so polite and completed my taxes quickly. The process was super smooth and easy. I would highly recommend her for anyone needing their taxes completed.

Professional and very fast to respond. Will be sure to use her amazing services in the future.read more

Todd and his team have been handling my accounting needs for the past couple of years. The team is…read moretop notch and honestly goes the extra mile in regard to service. They adamantly care about every little detail and it shows with the care and attention they have devoted to me as an individual client. I would HIGHLY recommend Todd Ofslager Accounting for anyone that would be looking for an accountant or a team that is willing to take an extra personalized approach.

From the owner: Corporate Income Tax Preparation Payroll Processing and Payroll Tax Filings Tax Resolution Enrolled…read moreAgent with the IRS

Jones and Roberts have been preparing our taxes and are our financial planners for over 8 years. We…read moreare a military family and have been serviced by Trevor in every state we have resided. We HIGHLY RECOMMEND the services they offer.

I have used them for three years now. Very thorough. My tax situation is complicated as we have a…read moresmall business and multiple investment accounts. They also provided investment advice free of charge since we are a current tax customer.

I have been going to Kevin for years...Greta with my business taxes and has saved me lots of money…read moreover the years..Linda (his assistant) is great also. Very Highly recommended.

Kevin has been my CPA for almost 2 years now. He is the consummate professional. As both my…read morepersonal and corporate CPA, he goes above and beyond in answering all of my questions and providing guidance and advice before I can even think to ask a question. Highly recommend.

We started working with a new tax guy last year, and he was great, everything we were looking for,…read morebut he closed his business and forwarded us to Dana. She is humble, fun, patient, flexible, personable, relatable, understanding, and very knowledgeable. She does not limit herself to just tax stuff. She has given us guidance (and referrals) for everything related to mortgage, end-of-life planning, small business guidance, and more. Her advice has helped us immensely. She genuinely cares about her clients and their well-being. I could not ask for a better person to work with. I am so thankful for the way she is not afraid to make those wise mentor type of life recommendations. Dana, I so appreciate you! On top of everything, she is so patient when we have had to bring our baby and now toddler in, be it by us taking turns or having him with us in the office. She was more than just patient. She made us and him feel loved and right at home. You won't find a more genuine, sincere person. Her office staff is friendly and helpful as well.

I had my taxes done and was specific I had filed an extension... I was asked to pay in June and did…read moreso and advised I would pick them up just had a lot going on and again I had filed an extension. Well, my taxes were filed without my consent electronically on 6/15 which I then found out with letters from the state and IRS I was now in default of previous payment plans.. when I called Exclusive to enquire what had happened I heard, oh the documents were in my bin to file so I just filed.. and now I'm left to figure it all out because the hours the tax preparer (I won't add her name) is having to take to call IRS and she never phoned the state (or I was told she tried) is extreme obviously and it's my fault I guess because I did owe taxes from past years I have been paying. I received a deflecting email a week ago and all I've asked for is a refund and my 2023 taxes.. a week went by so I emailed asking for both then was only advised to retrieve the tax documents from their portal and I'm not sure how to do that when they are not there only 2022 is there. I emailed back and no reply. Please know if you're thinking about using Exclusive on Huguenot Rd ... you may wish to use someone who can actually say they messed up and they are sorry and how can I make this right instead of excuses and sending me on a wild goose chase for tax documents not even uploaded yet although they can file without my consent.